Adero Partners’s KLA KLAC Stock Holding History

Adero Partners’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,890	Closed	-$226K	–	205
2023 Q4	$226K	Buy	+3,890	New	+$202K	0.02%	173

Other funds holding KLAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Adero Partners's KLAC Position: Q1 2024 in Review

Adero Partners sold out of KLA (KLAC) in Q1 2024, closing a stake of 3,890 shares — an estimated $226K sold.

Adero Partners first reported a position in KLAC in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 1,465 funds tracked by Wall St. Rank hold KLAC as of Q1 2024.

Adero Partners reported no remaining KLA position as of Q1 2024 after selling out during the quarter.
Adero Partners sold 3,890 KLA shares in Q1 2024, an estimated $226K.
Adero Partners first reported a position in KLA in Q4 2023 and held it in 1 quarter.
Adero Partners's KLA position peaked at $226K in Q4 2023.
1,465 funds tracked by Wall St. Rank held KLA as of Q1 2024.

Based on Adero Partners's 13F filing for Q1 2024, filed 29 Apr 2024.